Fuller & Thaler Asset Management
SF

Fuller & Thaler Asset Management’s Stifel SF Stock Holding History

Fuller & Thaler Asset Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100M Buy
1,437,487
+218,505
+18% +$16.3M 0.27% 128
2026
Q1 		$90.1M Buy
1,218,982
+332,558
+38% +$26.4M 0.3% 122
2025
Q4 		$74M Sell
886,424
-29,959
-3% -$2.39M 0.25% 155
2025
Q3 		$69.3M Sell
916,383
-105,318
-10% -$7.88M 0.24% 156
2025
Q2 		$70.7M Sell
1,021,701
-933,783
-48% -$57.3M 0.26% 142
2025
Q1 		$123M Buy
1,955,484
+2,782
+0.1% +$196K 0.48% 66
2024
Q4 		$138M Sell
1,952,702
-695,785
-26% -$49.7M 0.52% 56
2024
Q3 		$166M Sell
2,648,487
-7,497
-0.3% -$428K 0.65% 42
2024
Q2 		$149M Sell
2,655,984
-1,932
-0.1% -$102K 0.64% 38
2024
Q1 		$139M Buy
2,657,916
+171,460
+7% +$8.44M 0.6% 47
2023
Q4 		$115M Buy
2,486,456
+1,722
+0.1% +$70.8K 0.58% 56
2023
Q3 		$102M Sell
2,484,734
-9,291
-0.4% -$391K 0.59% 57
2023
Q2 		$99.2M Buy
2,494,025
+4,215
+0.2% +$164K 0.56% 61
2023
Q1 		$98.1M Buy
2,489,810
+1,528,992
+159% +$64.3M 0.57% 63
2022
Q4 		$37.4M Sell
960,818
-4,119
-0.4% -$163K 0.24% 136
2022
Q3 		$33.4M Sell
964,937
-217,978
-18% -$8.58M 0.24% 131
2022
Q2 		$44.2M Buy
1,182,915
+134,196
+13% +$5.57M 0.3% 110
2022
Q1 		$47.5M Buy
1,048,719
+195,433
+23% +$9.38M 0.28% 117
2021
Q4 		$40.1M Buy
853,286
+202,367
+31% +$9.83M 0.23% 131
2021
Q3 		$29.5M Buy
650,919
+1,947
+0.3% +$86.8K 0.19% 136
2021
Q2 		$28.1M Buy
648,972
+57,109
+10% +$2.56M 0.18% 137
2021
Q1 		$25.3M Buy
+591,863
New +$23.1M 0.18% 133
2018
Q3 		– Sell
-2,025
Closed -$47K – 685
2018
Q2 		$47K Hold
2,025
– – ﹤0.01% 692
2018
Q1 		$53K Sell
2,025
-2,700
-57% -$76.5K ﹤0.01% 674
2017
Q4 		$125K Buy
+4,725
New +$116K ﹤0.01% 484

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fuller & Thaler Asset Management's SF Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Stifel (SF) stake by 18% in Q2 2026, buying an estimated $16.3M and bringing the position to 1,437,487 shares worth $100M. The position accounts for 0.27% of the portfolio, ranked #128.

Fuller & Thaler Asset Management first reported a position in SF in Q4 2017 and has held it in 25 quarters since. The position peaked at $166M in Q3 2024. 459 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Fuller & Thaler Asset Management held 1,437,487 shares of Stifel worth $100M as of Q2 2026.
  • Fuller & Thaler Asset Management bought 218,505 Stifel shares in Q2 2026, an estimated $16.3M.
  • Stifel made up 0.27% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #128 holding.
  • Fuller & Thaler Asset Management first reported a position in Stifel in Q4 2017 and has held it in 25 quarters since.
  • Fuller & Thaler Asset Management's Stifel position peaked at $166M in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.